Wealth ManagerTekPillar® • Vijayawada, IN
No longer accepting applications
Wealth Manager
TekPillar® • Vijayawada, IN
30+ days ago
Job descriptionMinimum 4–5 years in HNI Sales, Wealth Management or PCG Broking Must have handled clients with 25 Lakhs+ investment capability Previous team handling experience of at least 4 people Strong stability in career (2–3 years average tenure per company) Local market knowledge is mandatory Should have earned incentives in past roles Must be comfortable with field activity and individual contribution Graduate or Postgraduate in Finance or Marketing Certifications like CFP add advantage Candidates from HNI Broking / PCG Desk / Private Banking setups Strong understanding of financial markets and investment products Retail sales, telecalling, franchisee or online-only sales experience Candidates interviewed and rejected earlier
Location : Chennai
Industry : Wealth Management / Broking
Experience Required : 4 to 8 years
Team Size to Manage : 4–10 RMs
Role Overview
The Cluster Manager will lead a team of Relationship Managers and drive acquisition and servicing of HNI clients. The role involves growing AUM, strengthening client relationships and guiding the team on financial planning and investment strategies.
Key Responsibilities
- Manage and mentor a team of RMs to acquire and service HNI clients
- Grow AUM through new client acquisition and deepening existing relationships
- Support the team in portfolio reviews and investment advisory
- Track the local Affluent and Super Affluent market for new business
- Keep the team updated on market trends and available investment options
- Work with the central research team on client-specific investment decisions
- Participate in client events, workshops and business development activities
Required Experience & Background
Qualifications
Preferred
Not Eligible
For More Information :
Komal B. / HR Team
Phone / WhatsApp : +91 93289 59079
Create a job alert for this search
Wealth Manager • Vijayawada, IN
Related jobs
This position is with EAII Advisors, Evidence Action's technical partner in India.EAII Advisors, Evidence Action’s technical partner in India, supports state governments in delivering evidence-base...Show more)
Manager, Heath and Nutrition (EAII Advisors)
Confidential • Vijayawada, India
This position is with EAII Advisors, Evidence Action's technical partner in India.EAII Advisors, Evidence Action's technical partner in India, supports state governments in delivering evidence-base...Show more
Last updated: 15 days ago • Promoted
Business Development Manager- Usa Staffing
REETECH • Vijayawada, Republic Of India, IN
REETECH is a USA-based Engineering and Technology company committed to delivering high-quality services to Private and government clients.
We take pride in our ability to provide tailored solutions ...Show more
Last updated: 2 hours ago • Promoted • New!
Partnership & Product Development Manager
DOOR International South East Asia • Vijayawada, IN
DOOR International Southeast Asia.Partnerships C Product Development Manager.Remote – Mumbai / Bangalore / Delhi / Vadodara.
B2B / Professional Services / Learning C Development / Consulting.We are seekin...Show more
Last updated: 8 days ago • Promoted
Associate Relationship Manager - Affordable HL
Confidential • Vijayawada, India
Associate Relationship Manager-Home loan / Loan against property.To deliver a high-quality client service and customer retention.
Enhance product sales and new client acquisition.Identifying New Mar...Show more
Last updated: 16 days ago • Promoted
Customer Relationship Management Manager
Talent Corner HR Services Pvt Ltd • Vijayawada, Andhra Pradesh, India
We are seeking a proactive and organized Senior Sales Manager / CRM Manager to coordinate and support sales operations in the real estate sector.
The role involves assisting the sales team in achievi...Show more
Last updated: 1 day ago • Promoted
Business Development Manager- USA Staffing
REETECH • Vijayawada, IN
REETECH is a USA-based Engineering and Technology company committed to delivering high-quality services to Private and government clients.
We take pride in our ability to provide tailored solutions ...Show more
Last updated: 7 hours ago • Promoted • New!
Talent Acquisition Manager | FINJO N1141
Omni Recruit Private Limited • Vijayawada, IN
Strategic Planning & Organizational Alignment.Actively contribute to the formulation of team objectives aligned with organizational goals.
Ensure strategic workforce planning through effective co...Show more
Last updated: 3 days ago • Promoted
Senior Manager Learning Development
Confidential • Vijayawada, India
CredRight is a forward-thinking digital lending company dedicated to empowering micro and small businesses by simplifying access to loans.
Focused on enabling business owners to dedicate their effor...Show more
Last updated: 13 days ago • Promoted
Affiliate Manager - Lead Generation
Crossblade Media LLC • Vijayawada, IN
Affiliate Manager - Lead Generation.Crossblade Media LLC is a performance-based lead generation company serving the US market.
We specialize in generating high-quality leads across multiple vertical...Show more
Last updated: 8 days ago • Promoted
Business Development Manager (US Staffing Services)
Integration International Inc. • Vijayawada, IN
Only candidates with proven experience in.Direct clients / MSP Experience.Applicants from other industries are requested.
A brief introduction about our company.Integration InfoTech India P Ltd.We a...Show more
Last updated: 30+ days ago • Promoted
Career And Leadership Development Specialist
SJ Group • Vijayawada, Republic Of India, IN
We are pleased to share an opening for the Investment & Promotion Executive position for our Amaravati PgMC project.Role Purpose : The role focuses on promoting domestic and international investment...Show more
Last updated: 2 hours ago • Promoted • New!
PPC / Growth Manager
Quicklly • Vijayawada, IN
Note : Immediate / 15 days Joining Only.Setting up Google AdWords and Bing campaigns by conducting target keyword research & writing relevant ad copies, whilst ensuring effective campaign and keyword ...Show more
Last updated: 30+ days ago • Promoted
Manager, Heath and Nutrition (EAII Advisors)
Evidence Action • Vijayawada, AP, IN
Quick Apply
Last updated: 19 days ago
Consulting Manager – Digital Adoption Platform (DAP) Strategy & Leadership
ISG (Information Services Group) • Vijayawada, IN
Leading Global Technology Research & Advisory Firm | ISG (isg-one.Wanted : dynamic and creative individuals ready to connect with a like-minded team.
You’ll enjoy all the autonomy you need to help ou...Show more
Last updated: 30+ days ago • Promoted
Investor Relations Manager
Zigsaw • Vijayawada, IN
We’re Hiring : Investor Relations & Fundraising Manager / Principal.Experience : 5–10 years of experience in venture capital, private equity, investor relations, or fundraising.We are an early-stage ...Show more
Last updated: 21 hours ago • Promoted • New!
Business Development Partner (Commission-Based)
im24x7 Delta Solutions FZCO • Vijayawada, IN
AI, Cloud, Mobile, and Web Engineering.Business Development Professionals.Commission-Based or Partnership Model.This is an entrepreneurial opportunity to work directly with our leadership team and ...Show more
Last updated: 19 days ago • Promoted
Dairy Manager
Samvedna Development Society • Vijayawada, IN
Project Lead – Climate Smart Dairy.Open to all locations in India.Bachelor’s degree in veterinary sciences and animal husbandry (BVSc & AH) and at least 7 years of related experience, or a master's...Show more
Last updated: 14 days ago • Promoted
Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management
Confidential • Vijayawada, India
We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients.
This role involves acquiring new clients, deepeni...Show more
Last updated: 28 days ago • Promoted